Arista Rides AI Scale Out Networks, Moves Into Scale Across, And Awaits Scale Up
…We don’t know what the supply constraints are for the Arista products, but we do think it is telling that Arista raised its guidance for 2026 from $11.25 billion to…
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Super Flower Leadex 2800W ATX 3.1 power supply review: Top-notch build quality, exceptional efficiency
…capable of when the brief is maximum performance without cost constraint. It is, in every measurable sense, the best power supply unit we have tested. Criticism exists but is narrow. The unit…
TSMC's US Expansion Plans Grow More Aggressive With Twelve Planned Arizona Fabs, as Sole Reliance on Taiwan Appears to Be a 'Dead End'
…The shift from Taiwan doesn't bring only TSMC's facilities and talent; it is a much broader transition that includes other supply chain partners, ultimately meaning that chip production will remain…
AMD EPYC “Venice” Enters 2nm Production at TSMC, Extends CPU Roadmap for AI Infrastructure
…This approach is increasingly relevant to enterprise buyers, given supply chain and regulatory considerations in data center infrastructure sourcing. AMD and TSMC continue to collaborate on process and packaging technologies. In addition…
Bernstein Warns NVIDIA's Vera Rubin Racks Will Hit $9.1 Million as HBM4 Prices Triple to $53 Per Gigabyte
…Memory prices have surged as part of the current AI buildout, as the chips become another constraint apart from the technology used to package the AI GPUs. Bernstein believes that prices for…
Carbon in the Age of AI Chips: What the Semiconductor Industry Needs to Know This Earth Day - Semiwiki
…The supplier concentration finding is particularly actionable. In one Surface Laptop 7 configuration, three suppliers account for approximately 73% of packaged-IC carbon. In a Zenbook S14 model, three suppliers account for…
AMD Announces More Than $10 Billion in Taiwan Ecosystem Investments to Accelerate AI Infrastructure
…advanced packaging growth through high-quality substrate technology, manufacturing excellence and resilient supply chain execution,” said Jack Lu, President, Nan Ya PCB. “Kinsus is proud to support AMD’s advanced packaging growth…
Intel’s Google TPU rumour gets deflated – Fudzilla.com
…Intel’s foundry business and its EMIB-T packaging technology have been at the centre of supply chain rumours lately. Google’s reported work with Chipzilla and capacity constraints at TSMC have…
Report: China Closes HBM Gap With Korea To Just Three Years As CXMT Hits Technology Parity On HBM3
…With a background in finance and supply chain management - via his bachelors in Finance and a micromasters in supply chain management from MIT - Ramish combines financial rigor with deep industry insight to…
Agentic AI Pushes CPUs to Pack 400 GB of Memory, 4x More Than Today, as DRAM Shortage Spirals Toward 2027
…to unseen levels as DRAM constraints persist. CPUs Running Agentic AI Will Be Equipped With Up to 400 GB of Memory, Further Crushing The DRAM Supply Chain Memory makers are earning big…